Lifecycle Marketing

Do you know the #1 reason people choose you to be their financial advisor after their seminar is? Is it how sharp you dressed? How polished your presentation was? How nice the room was that you met them in? Nope – The #1 reasons people make the decision to choose a new financial advisor is…

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Transparency in Digital Marketing

We’ve all heard people refer to our point in time as “the information age.” It’s true, our generation has unprecedented access to information. Researchers estimate that between television, radio, the internet, email and social media the average person digests the equivalent of 174 newspapers worth of information EVERY DAY (source). Even Siri and Alexa sit…

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3 Reasons Why Social Security Marketing Isn’t Dead

If you’ve been in the insurance and financial services industry at any time in the last 10 years (or more) you know that Social Security marketing has been the bread and butter for many advisors’ marketing whether through workshops, radio, or television. This might make you think that Social Security marketing is dead because you’re…

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Facebook Changes: How will you be impacted?

Earlier this year, Facebook was confronted about data privacy issues in an episode many are calling “The Cambridge Analytica Scandal” (my unsolicited opinion). In the weeks that followed, Facebook aggressively made moves with the intent of bolstering user’s confidence in the platform. Unsurprisingly, many of these changes directly impacted their advertising platform. After an initial…

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6 Reasons Your Seminar Venue Matters (a lot!)

Whether you’re just getting to know Steep or have worked with us for a long time, you know by now that we’re BIG proponents of using neutral venues for the workshops we promote. Ever wonder why? In this post, I’ll be diving deep into 6 reasons I believe neutral, educational venues are a big part…

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3 Reasons Specificity Drives Conversions in Digital Marketing

We’ve all heard the cliché of taking a “shotgun” approach to marketing: rather than talking specifically about a single topic, we throw out a variety of subjects hoping that one of them will resonate with our audience. While there’s some merit to the shotgun approach in certain circumstances, specificity can massively improve response rates with…

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